Civic Intelligence

Samaritan Institute Foundation

990 • Fiscal year 2014 • EIN 84-1611496

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization ProfileN/A
2696 S Colorado Blvd No 380Denver, CO 80222

(303) 691-0144

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

62nd percentile

8.2%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

51st percentile

2.6%

Faster asset growth than 51% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-7.1%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$759,052

Up $19,018 (+2.6%) from 2013

Net Assets

Up

$759,052

Up $19,018 (+2.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin62nd percentile

Revenue

Down

$50,447

Down $3,856 (-7.1%) from 2013

Expenses

Up

$46,334

Up $8,214 (+22%) from 2013

Net Income

Down

$4,113

Down $12,070 (-75%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $586,648Liabilities 2011: $0Net Assets 2011: $586,6482011Assets 2012: $644,764Liabilities 2012: $0Net Assets 2012: $644,7642012Assets 2013: $740,034Liabilities 2013: $0Net Assets 2013: $740,0342013Assets 2014: $759,052Liabilities 2014: $0Net Assets 2014: $759,0522014Assets 2015: $750,601Liabilities 2015: $0Net Assets 2015: $750,6012015Assets 2016: $783,908Liabilities 2016: $0Net Assets 2016: $783,9082016Assets 2017: $638,287Liabilities 2017: $0Net Assets 2017: $638,2872017

Highlighted filing

2014

Assets$759,052
Liabilities$0
Net Assets$759,052
Open 2014 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $12,522Expenses 2011: $26,657Net Income 2011: -$14,1352011Revenue 2012: $39,521Expenses 2012: $28,968Net Income 2012: $10,5532012Revenue 2013: $54,303Expenses 2013: $38,120Net Income 2013: $16,1832013Revenue 2014: $50,447Expenses 2014: $46,334Net Income 2014: $4,1132014Revenue 2015: $74,880Expenses 2015: $49,440Net Income 2015: $25,4402015Revenue 2016: $57,640Expenses 2016: $49,674Net Income 2016: $7,9662016Revenue 2017: $171,866Expenses 2017: $248,281Net Income 2017: -$76,4152017

Highlighted filing

2014

Revenue$50,447
Expenses$46,334
Net Income$4,113
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$83,271
Mission and Program Overview

Mission

To support, benefit and carry out the tax-exempt purposes of the Samaritan Institute, Inc and its network of affiliated centers.

To support the ministry of the Samaritan Institute, Inc. and its incorporated Centers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$721,975$739,117▲ $17,142
Cash and Non-Interest-Bearing Accounts$18,059$19,935▲ $1,876
Total Assets$740,034$759,052▲ $19,018
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$740,034$759,052▲ $19,018
Total Net Assets Fund Balance$740,034$759,052▲ $19,018
Total Liabilities and Net Assets / Fund Balance$740,034$759,052▲ $19,018
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
John Houlihan IVPresident
James M HankinsVice President
Jean JonesMember
John HoranMember
Lee EverdingMember
Margaret FomerSecretary
Jennifer PaquetteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,657
Program Service Revenue
$0
Investment Income
$40,790
Other Revenue
$0
All Other Contributions
$9,657
Change in Net Assets
$4,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,853
Other Expenses$15,481
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,853--$30,853
Fees for Service Investment Mgmnt Fees-$7,701-$7,701
Fees for Services Accounting-$5,000-$5,000
Fees for Services Legal-$2,130-$2,130
Other Expenses-$650-$650
Total Functional Expenses$30,853$15,481$0$46,334
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Samaritan Institute IncDenver, CO501(c)3Grants to support Samaritan Institute in furtherance of its tax-exempt purpose.$30,853
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The Form 990 is provided to the board of directors for review before it is submitted to the IRS.”

Form 990, Part VI, Section B, line 12C

“A copy of the conflict of interest policy is provided to all board members. Members are required to disclose annually in writing any potential conflicts of interest. If a conflict were to arise that board member must abstain from voting on the matter.”

Form 990, Part VI, Section B, line 15

“The Foundation does not pay compensation to officers or directors. Therefore, the questions regarding methods used to determine compensation of officers and directors have been answered "No".”

Form 990, Part VI, Section C, line 19

“The organizational and tax documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Samaritan Institute Foundation
EIN
84-1611496
Phone
3036910144
Address
2696 S Colorado Blvd No 380, Denver, CO 80222

Signing Officer

Name
Jim Hankins
Title
President
Phone
3036910144
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Hankins
Formed
2002
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Kundinger Corder & Engle PC
Address
475 Lincoln Street Suite 200, Denver, CO 80203
Preparer
Lori Anne Reinwald CPA
Phone
3035345953
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The finance committee of the Samaritan Institute is responsible for selecting and approving the independent auditor.”

Financial Statement Notes

Part X, Line 2:

“Management is required to evaluate tax positions taken by the Institute and to recognize a tax liability if the Institute has taken an uncertain position that probably would not be sustained upon examination by taxing authorities. The Institute believes that it has appropriate support for any tax positions taken and that none would require recognition of a liability or disclosure in the financial statements. The Institute is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes the Institute is no longer subject to income tax examinations for years prior to December 31, 2011.”

Raw XML Appendix393 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm2Margaret Fomer
IRS990/Form990PartVIISectionAGrp/PersonNm3Jennifer Paquette
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management is required to evaluate tax positions taken by the Institute and to recognize a tax liability if the Institute has taken an uncertain position that probably would not be sustained upon examination by taxing authorities. The Institute believes that it has appropriate support for any tax positions taken and that none would require recognition of a liability or disclosure in the financial statements. The Institute is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes the Institute is no longer subject to income tax examinations for years prior to December 31, 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Grants to support Samaritan Institute in furtherance of its tax-exempt purpose.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Samaritan Institute Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0310951606
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02696 S Colorado Blvd Suite 380
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Denver
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080222
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All grants made by the Foundation are to Samaritan Institute, Inc. and the Foundation board provides oversight of the use of the funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is provided to the board of directors for review before it is submitted to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the conflict of interest policy is provided to all board members. Members are required to disclose annually in writing any potential conflicts of interest. If a conflict were to arise that board member must abstain from voting on the matter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Foundation does not pay compensation to officers or directors. Therefore, the questions regarding methods used to determine compensation of officers and directors have been answered "No".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organizational and tax documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The finance committee of the Samaritan Institute is responsible for selecting and approving the independent auditor.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Samaritan Institute Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310951606
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Provide support to affiliated Centers.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02696 S Colorado Blvd Suite 380
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Denver
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd080222
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt030853
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt15000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Samaritan Institute
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Samaritan Institute
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0740034
IRS990/TotalAssetsEOYAmt0759052
IRS990/TotalAssetsGrp/BOYAmt0740034
IRS990/TotalAssetsGrp/EOYAmt0759052
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt09657
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015481
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030853
IRS990/TotalFunctionalExpensesGrp/TotalAmt046334
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0740034
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0759052
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030853
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt040790
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050447
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0740034
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0759052
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0740034
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0759052
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02696 S Colorado Blvd No 380
IRS990/USAddress/CityNm0Denver
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080222
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jim Hankins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03036910144
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Samaritan Institute Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SAMA
ReturnHeader/Filer/EIN0841611496
ReturnHeader/Filer/PhoneNum03036910144
ReturnHeader/Filer/USAddress/AddressLine1Txt02696 S Colorado Blvd No 380
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kundinger Corder & Engle PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 Lincoln Street Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080203
ReturnHeader/PreparerPersonGrp/PhoneNum03035345953
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori Anne Reinwald CPA
ReturnHeader/ReturnTs02015-05-15T13:19:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$759,052
Liabilities
$0
Net assets
$759,052
Revenue
$50,447
Expenses
$46,334
Net income
$4,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$6.38$0.00$6.38$1.72$2.48$0.76
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.84$0.00$7.84$0.58$0.50$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.51$0.00$7.51$0.75$0.49$0.25
2014Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.50$0.46$0.04
2013Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.54$0.38$0.16
2012Summary only. Only limited summary data is available for this year.$6.45$0.00$6.45$0.40$0.29$0.11
2011Summary only. Only limited summary data is available for this year.$5.87$0.00$5.87$0.13$0.27$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits